Manage your entire IPO journey from first resolution to the bell—and beyond.
Tell us your exchange and listing type — IPOReady instantly builds your personalized 180+ task roadmap, assigns workstreams to your team, and tracks your velocity toward listing day.
180+ pre-built tasks across all exchanges
PACE™ Score predicts your listing date in real-time
Coordinate your entire team and expert network
Your Complete IPO Workflow
From first board resolution through exchange approval and beyond—manage every phase in one platform
Board & Planning
- ✓Pre-IPO readiness assessment
- ✓Corporate governance framework
- ✓Financial audit preparation
- ✓Regulatory roadmap by exchange
Capital Structure
- ✓Cap table modeling & analysis
- ✓Float & ownership requirements
- ✓Share class & vesting optimization
- ✓Exchange-specific minimums
Due Diligence
- ✓Document workspace & versioning
- ✓Legal & compliance checklists
- ✓Risk factor assessments
- ✓Audit trail & signatures
Marketing & Roadshow
- ✓Investor roadshow planning
- ✓Analyst coverage maps
- ✓Investor presentation builder
- ✓Feedback & sentiment tracking
Filing & Approval
- ✓SEC/Exchange filing workflows
- ✓Prospectus auto-builder
- ✓Comment response management
- ✓Multi-jurisdiction coordination
Listing & Beyond
- ✓Launch day coordination
- ✓Price discovery management
- ✓Post-IPO compliance tracking
- ✓Continuous reporting calendar
Core Capabilities
Purpose-built for the entire IPO journey across all major exchanges
PACE™ Velocity Engine
AI-powered listing date prediction with real-time progress tracking toward your IPO
AI Document Viewer
Investors get instant AI summaries, confidence metrics, and red flags for every document
180+ IPO Milestones
Pre-built task templates customized for your exchange (TSX, NASDAQ, NYSE, CSE, TSXV, etc.)
Cap Table Intelligence
Automated cap table modeling, float analysis, and ownership structure optimization
Capital Raise Tracker
Track every funding round, valuation, and investor commitment from Series A through IPO
Investor Intent Tracking
Know exactly where investors are spending time and what documents matter most
Expert Network
Direct access to vetted IPO lawyers, accountants, underwriters, and compliance experts
Market Intelligence Feed
Real-time news alerts, regulatory changes, and competitor tracking with AI-powered impact analysis
Team Management
Workstream coordination, role assignments, and accountability across your IPO team
Why Investors Choose Companies Using IPOReady
The difference between a 2-week deal decision and a 2-month one
❌ Old Way (Competitor Tools)
Manual, document-dump approach
Investor receives password
"Here's your access credentials"
Sees 150+ files
Overwhelming pile of documents
Investor is lost
"What should I read first?"
CEO sends reading guide
Delays start by 2-3 days
Hours of reading
2-3 hours in the data room
50+ questions
Investor is confused, needs clarification
CEO spends 2 hours answering
Back-and-forth emails, delays
Deal decision: 15-20 days
Long delays = investor loses interest
✨ IPOReady Way (AI-Powered)
Smart, guided, AI-curated experience
Investor gets invitation
✓ NDA auto-signed, instant access granted
Sees 4 smart folders
✓ Clean, organized by decision
Clicks "Cap Table"
✓ AI shows ownership structure instantly
Reads AI summary
✓ 30 seconds: founder stake, readiness
Clicks "Financials"
✓ AI highlights: $12.4M ARR, +42% growth
5 smart questions only
✓ Investor is informed, asks real questions
CEO answers in 30 minutes
✓ Investor ready to decide immediately
Deal decision: 5 days
Fast, informed decisions = closed deals
⏱️ Time to Decision
Before: 15-20 days | After: 5 days
🧠 Question Quality
Before: 50 basic | After: 5 smart
💪 Investor Confidence
Before: Confused | After: Confident
Exchange-Specific Requirements
IPOReady automatically calculates your exact requirements based on your target exchange
TSX (Canada)
- ▸Minimum $5M public float (or $25M market cap)
- ▸Minimum 300 shareholders
- ▸Level 2 disclosure requirements
- ▸Canada Business Corporations Act compliance
- ▸SEDAR filing system
NASDAQ (US)
- ▸Minimum $110M market cap or $550M revenue
- ▸Minimum $100M public float
- ▸Minimum 400+ beneficial owners
- ▸Sarbanes-Oxley compliance (SOX)
- ▸SEC Edgar filing system
CSE (Canada)
- ▸Minimum $100K cash or equiv.
- ▸Minimum 300,000 freely tradeable shares
- ▸Lower regulatory burden than TSX
- ▸Expedited 30-day timeline possible
- ▸SEDAR filing system
Your Target Exchange
- ▸Detailed cap table requirements
- ▸Minimum float & ownership percentages
- ▸Corporate governance standards
- ▸Ongoing compliance obligations
- ▸Analyst coverage minimums
Your IPO Team
Coordinate across all specialists needed for a successful IPO process
CFO/Finance Lead
Financial statements, audits, cap table, valuation
IPO Legal Counsel
Corporate governance, filings, regulatory compliance
External Auditor
Financial audit, SOX controls (if applicable)
Underwriter
Pricing, marketing, investor relations
IR Manager
Roadshow, analyst relations, messaging
Compliance Officer
Ongoing SOX, exchange, and SEC compliance
Corporate Secretary
Board resolutions, shareholder approvals
Accounting Manager
Financial close, regulatory reporting
HR Lead
Employee communications, equity plan compliance
The IPOReady Investor Experience Impact
Real results from using AI-powered data rooms
Days to Decision
15-20
→5
days
Questions Needed
50+
→5
smart
CEO Answer Time
2hrs
→30m
Data Room Review
2-3
→<30m
minutes
180+
IPO Milestones
12+
Exchanges
85%+
Accuracy
50+
Data Sources
Ready to Start Your IPO?
Join founders and CFOs managing their entire IPO on IPOReady.